Walk-in || Relationship Manager; Personal Banker Sales

Walk In Drive @ 8th and 9th Oct

Venue :

HDFC Bank Ltd Devi Krupa, B Floor GA & GB,

Ocean View Layout, Beach Road, Vizag

Job Roles @ Vizag Cluster : Personal Banker Classic ,

Branch Sales Manager ,

Personal Banker Sales ,

PB-Teller Authorisers ,

Branch Manager ,

Preferred Relationship Manager ,

CUSTOMER EXPERIENCE EXECUTIVE ,

CUSTOMER CARE EXECUTIVE

Business Unit

Retail Branch Banking

Reporting To

Branch Head

Job Function and Role Type

Sales Retail Banking

Job Purpose

Manage Classic portfolio by acquiring new customers, deepening relationships through cross-selling, and retaining customers by delivering exceptional service. Aim to become the primary banker for Classic relationships and maximize wallet share.

Key Responsibilities Sales

Ensure Sales responsibilities are completed.

Managing Classic Portfolio

Manage benchmark customer numbers in the portfolio.

Group customers with family members for enhanced relationships.

Achieve income-generating product benchmarks.

Enhance customer group profitability and wallet size.

Update CRM with detailed customer interactions.

Maintain daily sales reports.

Customer Services

Deliver quality customer service and resolve complaints within TAT.

Promote direct banking channels and assist customers.

Ensure timely account opening and customer communication.

.

Education:

Graduation required; Post-graduation preferred.

Certifications:

NISM V-A Certification, IRDA Certification, GI Certification.

Major Stakeholders

Customers, Branch Banking Team, Operations, Insurance CAM, MF Fund Houses, HSL Personnel.